Know Your PMS · Monthly tearsheet
Maxiom PMS-EMERALD-NE Diversified Mutual Funds (Non-Equity)
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Mar_202612 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
26.47%
Total return
26.47%
Max drawdown
-8.48%
Sharpe
1.63
Sortino
1.88
Calmar
3.12
Win months
75.00%
Best / worst month
10.2% / -6.8%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 10.15% | -1.82% | -6.78% | – | – | – | – | – | – | – | – | – | 0.81% |
2025 | – | – | – | 3.52% | 0.59% | -0.50% | 1.21% | 0.49% | 6.17% | 2.40% | 2.80% | 6.52% | 25.45% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 8.48% | 2 mo · open |
| Jun_2025 | Jun_2025 | Jul_2025 | 0.50% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
2 mo
Ann. volatility
14.50%
Downside deviation
14.08%